Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$65M 0.71%
+1,437,979
27
$59.8M 0.65%
536,071
+532,982
28
$57.5M 0.62%
548,401
+541,897
29
$55.4M 0.6%
1,818,844
+1,794,284
30
$51.8M 0.56%
+607,854
31
$51.7M 0.56%
461,408
+459,049
32
$47.6M 0.52%
+875,878
33
$46.6M 0.51%
934,983
+73,284
34
$44.8M 0.49%
+933,492
35
$43.7M 0.47%
+1,262,953
36
$43.3M 0.47%
+422,508
37
$43.1M 0.47%
946,436
+560,012
38
$41.2M 0.45%
357,659
+257,331
39
$41M 0.45%
454,500
+289,320
40
$39M 0.42%
+1,389,811
41
$38.4M 0.42%
332,736
+323,212
42
$38M 0.41%
232,983
+180,721
43
$37.2M 0.4%
+694,136
44
$34.3M 0.37%
552,330
+338,145
45
$33.6M 0.36%
+566,499
46
$33.3M 0.36%
257,951
+255,136
47
$32.2M 0.35%
373,606
+202,307
48
$31.1M 0.34%
+244,940
49
$30.2M 0.33%
763,360
+276,980
50
$30.1M 0.33%
801,540
+410,340
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